J Wilson Wealth Management
Davison, Michigan
J Wilson Wealth Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 91 individual clients, 22 of them high net worth.
- Its average account is about $127,000 (assets it manages divided by its 197 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Michigan median of $3,000.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Davison, Michigan |
|---|---|
| Website | jwilsonwealthmanagement.com |
| [email protected] | |
| Phone | (776) 791-6221 |
Questions about J Wilson Wealth Management
How much does J Wilson Wealth Management charge?
J Wilson Wealth Management publishes these prices: ongoing planning: from $1,800 a year; one-time plan: from $150; hourly: $150 an hour. We found this on its website, checked October 28, 2026.
How is J Wilson Wealth Management paid?
J Wilson Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, subscription, fixed fees.
How many advisors does J Wilson Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at J Wilson Wealth Management.
What is the average account at J Wilson Wealth Management?
J Wilson Wealth Management's average account is about $127,000. That's the assets on its Form ADV divided by its 197 accounts.
What does J Wilson Wealth Management specialize in?
J Wilson Wealth Management's advisors and website list retirement planning, tax planning, estate & legacy planning and small business owners.
J Wilson Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,800 a year |
|---|---|
| One-time plan | From $150 |
| Hourly | $150 an hour |
| How it charges | Percentage of assets · Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"at the rate of $150-$500 per month depending on complexity and needs of the client" source
"The fixed fee can range between $150.00 and $500.00 depending on complexity and scope of the project." source
"Financial Planning fee is an hourly rate between $150.00 and $500.00 per hour" source
"an ongoing fee that is paid monthly, in arrears, at the rate of $150-$500 per month" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $25 million |
| Individual clients | 69 |
| High-net-worth clients | 22 |
| Accounts managed | 197 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 304029 |
Advisors at this firm (1)
Other fee-only firms in Michigan
- J2 Capital Management · Troy
- JVL Wealth Strategies · Wyoming
- Kastler Financial Planning · Ortonville
- Kaydan Wealth Management · Fenton
- Kelly Wealth Management · Royal Oak
- Kennedy Investment Counsel · Birmingham
- Kidd Financial Planning · Livonia
- Kraft Capital · Ann Arbor